Tax Manager

Tax Manager (Investment)

Up to 192k

Hybrid in Charlotte, NC 

Candidate will be a Tax Manager/VP and part of the Investment & Securities team. They will contribute to the team focus across areas including year-end reporting, withholding, documentation, cost basis, remediation, and strategic initiatives.

Benefits

• Start on 1st day
• Medical, dental, vision
• 6% match on 401k, 4-16 weeks paid parental leave
• 144 hours up-front PTO, additional PTO afterward (accrued)
• Variable bonuses, backup child care, tuition reimbursement
• Commuter benefits, paid parking, more

Responsibilities

• Lead all activities across tax withholding and reporting functions, including approval of processes completed by other team members
• Partner with vendors, Broker Dealer Operations, Middle Offices, and other stakeholders to ensure accurate reporting, withholding, and re-imbursements
• Leverage business intelligence capabilities to identify and rectify exceptions detected throughout the year
• Lead several strategic initiatives across technology, process, control, operational excellence
• Work closely with Corporate Tax and Compliance to analyze complex matters and implement solutions
• Support year-end reporting readiness, including trial runs, quality assurance, and finalization of reporting.
• Advise leadership to develop or influence complex objectives, processes, industry related regulations, and long-term goals for highly complex business needs across organization
• Strategically engage with all levels of professionals and managers companywide
• Provide vision, direction and expertise to leadership

Required

• 5+ years of Institutional Investment Operations experience

Desired 

• Cost Basis and/or Foreign Transaction Tax experience including reconciliation and research and resolution of exceptions
• Experience with tax withholding and tax reporting functions
• Understanding of asset servicing events including across equities and fixed income securities
• Familiarity with options and swaps
• Working knowledge of one or more of the following Tax solutions: Broadridge Tax Managed Service, Sovos, Silver Cost Basis, Scivantage Maxit, IHS Markit IPS/CTI
• Ability to interpret technical requirement documents and system flows to translate into reporting requirements
• Track record of leading strategic complex deliverables